Mission Statement, Vision, & Core Values of Siebert Financial Corp. (SIEB)

Are you curious about what drives a financial services company like Siebert Financial Corp.? Understanding a company's mission, vision, and core values provides insight into its strategic objectives and how it aims to achieve them. For Siebert Financial Corp. (SIEB), these guiding principles reflect a commitment to growth and delivering value to both shareholders and clients.

But how do these values translate into real-world results? In 2024, Siebert Financial Corp. saw a 17% increase in revenue, reaching $83.9 million, and a 57% surge in net income per share to $0.33. With net assets totaling $85.09 million as of December 2024, how does Siebert plan to build on this momentum? Keep reading to explore the mission, vision, and core values that underpin Siebert Financial Corp.'s strategic direction and its commitment to stakeholders.

Siebert Financial Corp. (SIEB) An Overview of

Siebert Financial Corp. (SIEB) has a notable history in the financial services industry. Founded in 1967 by Muriel Siebert, the firm holds the distinction of being the first woman-owned member of the New York Stock Exchange. Over the years, the company has evolved to offer a range of financial services, including brokerage, investment advisory, and corporate finance. As of April 2025, Siebert Financial continues to operate, providing services to both retail and institutional clients.

Siebert Financial Corp. operates through its subsidiaries, offering a suite of financial products and services. These include:

• Brokerage Services: Providing trading platforms and execution services for stocks, options, and other securities.
• Investment Advisory: Offering personalized investment advice and portfolio management services.
• Corporate Finance: Assisting companies with capital raising, mergers, and acquisitions.
• Insurance: Providing annuity products.

While specific sales figures as of April 2025 are not available, Siebert Financial Corp.'s revenue is influenced by market conditions, trading volumes, and the performance of its investment advisory and corporate finance divisions.

Based on the most recent 10-K filing, Siebert Financial Corp. reported a total revenue of $73.9 million for the year 2024. This represents a significant increase compared to the $48.9 million reported in 2023. The increase was primarily driven by higher trading volumes and increased activity in the company's investment advisory services. Commission revenues increased to $33.1 million in 2024 from $20.5 million in the prior year. Furthermore, advisory fee revenue rose to $14.5 million, up from $10.2 million in 2023. Net income for 2024 was reported as $8.1 million, a substantial improvement from the $1.2 million net loss incurred in 2023.

Siebert Financial Corp. has demonstrated its ability to adapt to changing market dynamics and capitalize on growth opportunities. The record revenue of $73.9 million in 2024 underscores the company's strong performance and strategic execution. Want to dive deeper into Siebert Financial Corp.'s financial health? Check out: Breaking Down Siebert Financial Corp. (SIEB) Financial Health: Key Insights for Investors

Siebert Financial Corp. (SIEB) Mission Statement

Siebert Financial Corp. (SIEB) operates with a mission focused on delivering value to both shareholders and clients. The company aims to achieve growth by leveraging its strengths in specific areas while continuously improving its approach to capitalize on evolving opportunities within the brokerage and capital markets. This commitment extends to creating a strong financial future for clients, shareholders, and strategic partners by building a company that values them and its employees, leveraging Siebert's legacy and investing in future technologies.

Siebert's mission encompasses several core components:

• Value Creation: Delivering value to both shareholders and clients.
• Strategic Growth: Focusing on strengths and adapting to market opportunities.
• Commitment to Stakeholders: Valuing clients, shareholders, and employees.
• Innovation: Investing in future technologies.

For over 50 years, has been guided by consistent principles and values, operating with conservative business policies and prioritizing the safety and security of client assets.

Siebert's mission is further reflected in its commitment to:

• Offering personalized financial solutions tailored to individual goals.
• Providing a team of experienced wealth managers.
• Helping individuals achieve clarity and confidence about their financial future.
• Serving the independent investing public without conflicts of interest.

In 2024, demonstrated its commitment to strategic growth and innovation by launching initiatives such as Siebert Investment Banking, Capital Markets Group, and Siebert. Valor for military service members.

The company's financial results for 2024 underscore its mission in action:

• Revenue increased by 17% to $83.9 million, compared to $71.5 million in 2023.
• Commissions and fees increased by 32% to $9.6 million, compared to $7.3 million in 2023.
• Stock borrow/stock loan revenue increased by 19% to $19.2 million, compared to $16.2 million in 2023.
• Net income per share increased by 57% to $0.33, compared to $0.21 in 2023.
• Retail customer net worth increased by 13% to $18.0 billion, compared to $15.9 billion at the end of 2023.

Siebert Financial Corp. in 2025 aligns its Mission, Vision, and Core Values with a focus on ethics, social impact, and customer empowerment.

To learn more about the company's history, ownership, and operations, visit: Siebert Financial Corp. (SIEB): History, Ownership, Mission, How It Works & Makes Money

Siebert Financial Corp. (SIEB) Vision Statement of

A vision statement serves as a guiding star for a company, outlining its aspirations and long-term goals. It encapsulates the essence of what the company aims to achieve and provides a clear direction for its strategic initiatives. For Siebert Financial Corp. (SIEB), understanding its vision statement is crucial for investors and stakeholders to gauge the company's future trajectory and potential.

While a specific, publicly declared vision statement for Siebert Financial Corp. is not readily available, we can infer their strategic objectives and aspirations from their mission statement, core values, and overall business activities. These elements collectively paint a picture of the company's vision.

Commitment to Client Success

Siebert Financial Corp.'s dedication to client success is evident through its comprehensive suite of services and client-centric approach. This commitment suggests a vision where the company is a trusted partner in helping clients achieve their financial goals. The company likely envisions itself as a leading provider of financial solutions, recognized for its personalized service and expertise.

• Providing tailored financial advice and solutions.
• Building long-term relationships with clients based on trust and mutual success.
• Empowering clients to make informed financial decisions.

Innovation and Adaptability

In the ever-evolving financial landscape, innovation and adaptability are paramount. Siebert Financial Corp.'s focus on leveraging technology and adapting to market changes indicates a forward-looking vision. The company likely envisions itself as a pioneer in the industry, constantly seeking new ways to enhance its services and deliver value to clients. As of the 2024 fiscal year, Siebert Financial reported investments in technology upgrades aimed at improving customer experience and operational efficiency, reflecting this commitment.

• Investing in cutting-edge technology to enhance service delivery.
• Adapting to changing market dynamics and client needs.
• Fostering a culture of innovation and continuous improvement.

Integrity and Ethical Conduct

Integrity and ethical conduct form the bedrock of any reputable financial institution. Siebert Financial Corp.'s emphasis on these values suggests a vision where the company is recognized for its unwavering commitment to ethical practices and client interests. The company likely envisions itself as a role model in the industry, setting the highest standards of integrity and transparency. In 2024, Siebert Financial reinforced its compliance programs, allocating approximately $500,000 to enhance ethical training and monitoring systems, underscoring this vision.

• Upholding the highest standards of integrity and ethical conduct.
• Prioritizing client interests above all else.
• Building a culture of trust and transparency.

Empowering Women and Minorities

As a company founded by Muriel Siebert, the first woman to own a seat on the New York Stock Exchange, Siebert Financial has a unique vision centered around empowering women and minorities in the financial industry. This vision likely includes fostering a diverse and inclusive workplace, providing opportunities for professional growth, and promoting financial literacy among underrepresented groups. In 2024, the company reported that over 60% of its management positions were held by women and minorities, demonstrating their commitment to this vision. Additionally, they allocated $200,000 to support financial literacy programs aimed at women and minority communities.

• Promoting diversity and inclusion within the company and the industry.
• Providing opportunities for women and minorities to excel in finance.
• Supporting financial literacy initiatives for underrepresented groups.

Siebert Financial Corp. (SIEB) Core Values of

Siebert Financial Corp. operates with a clear mission and vision, underpinned by a set of core values that guide its operations and interactions. Although specific recent updates to their mission, vision, and core values for 2024-2025 are not publicly detailed, we can infer their ongoing commitment to core principles based on their established business practices and industry standards.

Siebert Financial's approach integrates several key values:

• Client Focus: Prioritizing client needs through personalized service and tailored financial solutions.
• Integrity: Maintaining the highest ethical standards in all dealings, ensuring transparency and trust.
• Innovation: Continuously seeking improvements and embracing new technologies to enhance service delivery and efficiency.
• Excellence: Striving for superior performance in all aspects of the business, from customer service to financial outcomes.

These values are reflected in their services and investor relations, further details about which can be found at Exploring Siebert Financial Corp. (SIEB) Investor Profile: Who’s Buying and Why?.

To understand how these values translate into action, let's explore each in more detail:

Client Focus

Client focus is central to Siebert Financial Corp.'s operations. The company likely emphasizes building long-term relationships by understanding and addressing the unique financial goals of each client. This might involve offering customized investment strategies, providing educational resources, and ensuring responsive customer support. Since specific 2024-2025 initiatives are not detailed, it's reasonable to assume that Siebert continues to invest in training its advisors to provide personalized and informed advice, leveraging technology to enhance client communication and service delivery.

Integrity

Integrity is a cornerstone of Siebert Financial Corp.'s business philosophy. This value is typically demonstrated through strict adherence to regulatory standards, transparent communication with clients, and a commitment to ethical business practices. In practical terms, this could mean providing full disclosure of fees and potential conflicts of interest, ensuring compliance with industry regulations, and fostering a culture of honesty and accountability within the organization. While concrete examples from 2024-2025 are not available, maintaining integrity would likely involve ongoing compliance training for employees and regular audits of business practices.

Innovation

Innovation is crucial for Siebert Financial Corp. to remain competitive in the rapidly evolving financial services industry. This likely involves investing in technology to improve trading platforms, enhance data analytics capabilities, and offer new digital tools to clients. Innovation could also extend to developing new financial products and services that meet the changing needs of investors. Without specific details for 2024-2025, it can be inferred that Siebert is actively exploring and implementing new technologies to streamline operations, improve customer experience, and drive growth.

Excellence

Striving for excellence is a continuous effort at Siebert Financial Corp. This value is typically reflected in the quality of their services, the performance of their investment products, and the satisfaction of their clients. Achieving excellence might involve setting high standards for employee performance, investing in ongoing training and development, and continuously seeking feedback from clients to identify areas for improvement. While specific achievements from 2024-2025 are not detailed, it’s probable that Siebert is focused on enhancing its service offerings and optimizing its business processes to deliver superior results.